The Opportunity:
FE International is looking for a senior investment banker (the “Senior Banker”) to originate and execute new transactions for new clients that utilize the firm’s broad array of strategic and financial advisory services. The Senior Banker should be a Managing Director, or Director on the cusp of promotion to Managing Director, and will have an established cadre of client relationships across industries and geographically, hailing from private equity, venture capital, hedge funds, corporations, family offices, and entrepreneur/individuals. The Senior Banker must be expert at the execution of merger, acquisition, and sale transactions, along with private debt and equity capital raising.
The Senior Banker will be responsible for gathering, analysing, and documenting information from potential new clients necessary for the firm to provide a new business presentation (pitch) to advise the client in a proposed transaction involving one or more of its businesses. The Senior Banker will use his broad and deep relationships and networks of clients to prioritize those clients who are best suited and most likely to retain FE International as their strategic and financial advisor.
The Senior Banker will collect and review relevant strategic and financial information, ask relevant questions to the client and work collaboratively with other teams within FE International to provide the client with a compelling and accurate new business presentation for a proposed transaction, and if FE International is engaged, lead the execution of that proposed transaction on behalf of the client. Good communication is key to the Senior Banker role with FE International’s clients being based all around the world and coming from a variety of backgrounds with different motivations for seeking a transaction for their business.
Responsibilities:
- Soliciting potential new advisory business from the Senior Banker’s existing network of relationships across private equity, venture capital, hedge funds, corporations, family offices, and entrepreneur/individuals;
- Gathering information about a business from potential clients;
- Reviewing documentation provided by clients with expert analysis of financials, metrics and operations required;
- Working collaboratively with colleagues and other internal teams within FE International to prepare and present analyses and presentations designed to prompt the client to retain FE International for a proposed transaction;
- Assisting in the creation of marketing materials to help the client understand FE products, services, qualifications, areas of expertise, and processes;
- Assisting in the preparation of basic legal documents for the onboarding process;
- Helping to identify potential new clients not already a relationship with the Senior Banker within FE International’s existing database of clients and elsewhere;
- Leading the execution of merger, acquisition and sale transactions, along with private debt and equity capital placements;
- Advising clients on the strategy, tactics, and mechanics of strategic and financial transactions;
- On behalf of the client, spearhead the negotiation of optimal terms and conditions for a proposed transaction; and
- Provide all other advise and assistance required by the client in the context of a transaction.
Required Skills:
- Proficiency with Capital IQ, PitchBook, Bloomberg, Thomson Reuters and similar information databases;
- Experience drafting and producing client presentations and related materials;
- Proficiency with Discounted Cash Flow Analysis, Leveraged Buyout Analysis, Comparable Publicly Traded Company Analysis, and Precedent M&A Transaction Analysis;
- Understanding of Corporate Finance theory and practice;
- Expert at strategic and financial analysis of companies, along with the optimal structure of transactions designed to achieve strategic and financial objectives
- Expert at the process and mechanics of merger, acquisition, and sale transactions along with private debt and equity capital placements;
- Exceptional interpersonal skills as well as proven sales and negotiation expertise;
- Able to communicate concepts and ideas concisely and persuasively;
- Exceptionally detail-oriented with an aptitude to synthesize large amounts of information and develop innovative solutions;
- Superior written and verbal communication skills with the ability to interact with clients in a professional manner;
- Ability to analyze profit & loss statements, balance sheets and communicate insights, patterns, and trends concisely;
- Extensive Microsoft Excel, PowerPoint and Word experience;
- Strong problem-solving capability and analytical skills;
- Exceptionally detail-oriented with an aptitude to synthesize large amounts of information and develop innovative solutions;
- Resourceful self-starter, able to work under pressure and manage time effectively; and
- Ability to lead a variety of transactions and projects simultaneously.
Experience and Education:
- Previous experience working with high value clients;
- Previously led, or was materially involved in, a minimum of 40 closed merger, acquisition, and sale transactions and/or private debt and equity capital placements
- Bachelor’s degree from a leading university or college; a Master of Business Administration, Juris Doctor, or similar graduate degree is a plus;
- Background in mathematics, computer science, business administration, accounting, economics, finance or equivalent numbers discipline preferred;
- Minimum 12 years of prior work experience in investment banking, with the current title of Managing Director, Director, or Senior Vice President;
- Industry experience in software, e-commerce or technology.
***Candidates must be authorized to work in the United States with no sponsorship required***
